Merit Investment Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-97,742	Closed	-$4.01M	–	51
2013 Q3	$4.01M	Buy	97,742 +77,024	+372%	+$3.16M	4.83%	6
2013 Q2	$914K	Buy	+20,718	New	+$914K	0.83%	30